Quadcap Wealth Management, LLC
Firm details
- Headquarters
- Frisco, Texas
- CRD number
- 151490
- Registered since
- April 17, 2014
- Website
- www.quadcapwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.66%
- Individuals4.44%
- Charitable Organizations0.72%
- Pension & Profit Sharing Plans0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Quadcap Wealth Management, LLC is an independent registered investment adviser that registered with the SEC in 2014. The firm operates as a limited liability company with individual ownership and positions itself as a capital allocator for individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of third‑party advisers. Quadcap charges a mix of asset‑based fees and fixed fees and its business activities also list accounting services. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- State & Local Bonds10%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents5%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 200Active vs passive
$797M in ETFs
53%
$420M
35%
$377M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN US QUALITY FACTOR ETF (JQUA) | JP Morgan | Passive | Large Blend | $92.8M | 1,257,784 | 11.65% |
Location
Frisco, TX
Collin
Location
Frisco, TX
Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 2600 Network Blvd
- Time zone
- CT (UTC-6)
- Office locations
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